Wealth Relationship Manager

20 hours ago


Mumbai, Maharashtra, India Leading Bank Full time

Leading Bank is seeking a seasoned Wealth Relationship Manager - Portfolio Growth Specialist to join our team. This role offers an exciting opportunity to work with high-net-worth individuals and families, providing tailored wealth management solutions and driving revenue growth.

The successful candidate will be responsible for managing a portfolio of 80-100 affluent client relationships, delivering exceptional customer service, and growing revenue through the sale of liability and wealth management products. Key responsibilities include:

  1. Client Acquisition and Retention: Build strong relationships with clients, understand their financial needs, and identify opportunities to deepen existing relationships.
  2. Portfolio Management: Review individual account relationships, assess risk profiles, and recommend investment products to meet clients' goals and objectives.
  3. Product Advice: Collaborate with product experts to develop targeted investment ideas, leveraging market intelligence and client feedback.
  4. Process Improvement: Ensure seamless transaction execution, maintain accurate documentation, and adhere to defined compliance norms.

To succeed in this role, you will require:

  • Strong customer relationship management skills
  • Ability to communicate complex financial concepts effectively
  • Knowledge of wealth management products and services
  • Experience working with high-net-worth individuals or families

Earn up to $120,000 per annum + benefits package, depending on experience. If you are a results-driven professional with a passion for delivering exceptional client experiences, we encourage you to apply for this exciting opportunity.



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